As the new year begins, many people resolve to improve their health, finances, or relationships. But have you considered adding estate planning to your list of New Year’s resolutions? If you haven’t, 2025 is the perfect year to prioritize securing your legacy and protecting your loved ones. The best part is that estate planning can help you protect your health, finances, and family – all your resolutions checked off in one go!
Here’s why estate planning should top your resolution list—and how you can make it happen.
Why Estate Planning Matters
Estate planning isn’t just for the wealthy. It’s about ensuring your assets—big or small—are distributed according to your wishes and that your family is cared for in the event of the unexpected. Without a plan, your loved ones may face unnecessary stress, costly probate proceedings, or even disputes over your assets.
By creating or updating your estate plan, you gain peace of mind knowing that:
- Your children will have guardianship provisions in place if something happens to you.
- Your assets can avoid probate with tools like a living trust, beneficiary deed, and/or beneficiary designations.
- Your medical wishes will be respected through documents like a healthcare power of attorney and living will.
Start Simple: Your 2025 Estate Planning Checklist
Getting started is easier than you think. Begin by taking these steps:
- Review Your Beneficiary Designations: Are they current? Life changes, like marriage, divorce, or having children, often trigger the need for updates.
- Consider a Will or Trust: A will ensures your wishes are followed. A trust can help your family avoid probate. If a trust isn’t a good fit for your situation, we can strategize other ways to help avoid probate.
- Think of Trusted Individuals: Think of the friends or family members you would trust to make financial decisions and healthcare decisions for you if you were unable to do so yourself. Spouses are usually a first resort, but who would step in if they couldn’t?
- Document Final Wishes: Specify burial or cremation preferences to ease decision-making for your loved ones.
Why 2025 Is the Year to Act
Estate planning doesn’t have to be overwhelming. Resolve to take small, actionable steps toward protecting your family and assets this year. Start by scheduling a consultation with our estate planning attorneys who can tailor a plan to your unique needs.
At Windrose Law Center, we specialize in making estate planning approachable and comprehensive. Whether you’re starting fresh or updating an outdated plan, we’re here to guide you every step of the way.
Don’t let another year pass without taking control of your future. Make 2025 the year you give yourself and your loved ones the gift of peace of mind. Contact us today to schedule your consultation!